FAQs in this section
What is Vtiger CRM?
What is One Growth Edition in Vtiger CRM?
What are the modules included in the One Growth edition?
What are the Add-ons that can be purchased with the One Growth edition?
List the features available in the One Growth edition.
List the benefits of Vtiger’s One Growth edition.
List the feature limits of the One Growth edition.
What is the Vtiger One AI edition?
What are the features of Vtiger One AI editions?
Who can use Vtiger One AI edition?
What should I do if I get a 404 error in the CRM?
What is the 404 error in Vtiger CRM?
How do I increase the limits for the Approvals feature?
What is an OTP?
What are OTP Rules in Vtiger?
What are the benefits of using OTP Rules and Validation?
Is OTP Rules an Add-on?
How do OTP Rules work?
What is Vtiger’s OTP Rules feature?
What is OTP Verification?
How do I install the OTP Rules Add-on?
Where do I find OTP Rules in the CRM after installing it?
How do I create OTP Rules in Vtiger?
How do I send an OTP from Vtiger CRM?
How do I use OTP Rules API Save Requests?
What is OTP Validation?
What are the limitations of OTP Rules and Validation in Vtiger?
Is Kosovo available in the Global Country Picklist, and what country code does it use?
Can I add additional OTP Rules if I run out of limits?
How do I cancel my email campaign subscription?
For which modules is the Vtiger Connections feature available?
What is the Vtiger Connections feature?
Can Sales teams use the Vtiger Connections feature?
What are Connection Types, and how can they be customized?
Can I create custom Connection Types?
Who can add new Connection Types in the CRM?
How do I view and manage connections in a record?
What is the difference between the Relationships feature and the Connections feature?
How do I add a new connection between two records?
How do I customize the properties of connections?
What are some examples of Connection Types?
Table of Contents
Following are some examples of Connection Types:
- Contact to Contact:
- 'is parent of' / 'is child of'
- 'is spouse of' / 'is spouse of'
- 'reported to' / 'manager of' (at Organization Name)
- 'knows' / 'knows'
- Contact to Organization:
- 'previously worked at'
- 'is working at'
- 'is a board member of'
- 'is a consultant at'
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment